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Principal Discp Large Cap Blend R5 (PDPBX)On Dec 17: 10.99  Down 0.13 (1.17%)  
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Profile  As of 30-Nov-09Get Profile for:
Principal Discp Large Cap Blend R5
Principal Funds Inc Principal Financial Group 711 High St Des Moines, IA 50392
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Phone: 800-547-7754
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FUND OVERVIEW 
Category:Large Blend
Fund Family:Principal Funds
Net Assets:1.61M
Year-to-Date Return:19.65%
Yield:1.51%
Morningstar Rating:3 stars
Fund Inception Date:30-Dec-02
MORNINGSTAR STYLE BOX 
Large Blend
[View Category Definition]
View Top Large Blend Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Jeffery A. Schwarte
Lead Manager since 30-Dec-02
Schwarte is a portfolio manager at PGI. He manages the large-cap core portfolios and is co-portfolio manager on the midcap value strategies. Schwarte joined the firm in 1993 as a staff auditor and has held various positions before moving to an equity research position in 2000. He is a Certified Internal Auditor, and a Fellow of the Life Management Institute (FLMI). Schwarte holds the Chartered Financial Analyst designation and the Certified Public Accountant designation.
INVESTMENT INFORMATION 
Min Initial Investment:$0
Min Initial Investment, IRA:NaN
Min Initial Investment, AIP:NaN
Min Subsequent Investment:NaN
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
PDPBX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in common stocks of companies with large market capitalizations similar to companies in Standard & Poor's 500 index at the time of purchase. In selecting securities, management looks at stocks with value and/or growth characteristics and constructs an investment portfolio that has a "blend" of stocks with these characteristics.
FUND OPERATIONS 
Last Dividend (19-Dec-08): 0.17
Last Cap Gain (6-Dec-07): 1.92
Annual Holdings Turnover YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category: 78.74%
FEES & EXPENSES 
ExpensePDPBXCategory
Avg
Total Expense Ratio:% 1.08%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.25%
Max Deferred Sales Load:% 2.63%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$781
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,299
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,389
* Per $10,000 invested


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